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Recently Lumiant and Peloton Partners presented a webinar where participants can learn how to calculate the cost of advice and hear lessons learned from going through a pricing change. CEO of Peloton Partners, Rob Jones, discusses a layered multi-factor approach to pricing through considering intangible value, services and advice, and structural complexity and additional value-add.
To watch the webinar – click here.
References: https://elixirconsulting.com.au/pricing-research-for-financial-advisers/